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Federal Realty Investment Trust

556 hedge funds and large institutions have $8.33B invested in Federal Realty Investment Trust in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 221 increasing their positions, 156 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 39

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

42% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 156

6% more funds holding

Funds holding: 526556 (+30)

2% less capital invested

Capital invested by funds: $8.47B → $8.33B (-$145M)

6.56% less ownership

Funds ownership: 97.48%90.92% (-6.6%)

26% less call options, than puts

Call options by funds: $15.1M | Put options by funds: $20.5M

Holders
556
Holders Change
+30
Holders Change %
+5.7%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
82
Increased
221
Reduced
156
Closed
39
Calls
$15.1M
Puts
$20.5M
Net Calls
-$5.37M
Net Calls Change
-$9.88M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
476
Itau Unibanco Holding S.A.
Brazil
$21.1K +$20.8K +199 New
HFS
477
Hughes Financial Services
Virginia
$19.6K +$19.3K +185 New
GEA
478
Glen Eagle Advisors
New Jersey
$17.8K
ST
479
Smithfield Trust
Pennsylvania
$16K
JGIA
480
Jackson Grant Investment Advisers
Connecticut
$15.2K -$124K -1,190 -89%
PK
481
Pflug Koory
Nebraska
$14.7K
UB
482
UMB Bank
Missouri
$14.2K
ZBNA
483
Zions Bancorporation, National Association
Utah
$14K
CA
484
CoreCap Advisors
Michigan
$13.7K
AA
485
Ancora Advisors
Ohio
$13.4K -$18.3K -175 -58%
AssetMark Inc
486
AssetMark Inc
California
$13.1K +$4.6K +44 +56%
BWA
487
Basecamp Wealth Advisors
Washington
$12.4K +$4.91K +47 +67%
WPA
488
Wealth Preservation Advisors
Tennessee
$12.4K +$12.2K +117 New
DWM
489
Dogwood Wealth Management
Kansas
$10.8K +$1.04K +10 +11%
DWS
490
Dynamic Wealth Strategies
California
$10.6K -$5.85K -56 -36%
BAM
491
Byrne Asset Management
New Jersey
$10.6K
EFMH
492
E Fund Management (HK)
Hong Kong
$10.3K
GKIM
493
GW&K Investment Management
Massachusetts
$10K
TPWA
494
Twin Peaks Wealth Advisors
California
$9.03K +$8.88K +85 New
HWP
495
Highline Wealth Partners
California
$7.97K +$7.84K +75 New
TPCW
496
TD Private Client Wealth
New York
$7.43K
NSIM
497
North Star Investment Management
Illinois
$7.22K
FFL
498
Financial Freedom LLC
Ohio
$7.07K
SS
499
Sunbelt Securities
Texas
$6.17K
OCWP
500
Owl Creek Wealth Partners
Colorado
$6.05K +$5.96K +57 New